Tag Archives: Financial Planners

Is A Hand-Written or Holographic Will Enforceable?

Many states recognize hand-written and holographic wills as enforceable legal documents. Read this post to find out if your state considers holographic will legal.

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Consumers Lack Personal Financial Planning, Survey Says

The majority of Americans today are concerned about their financial future, yet most of them still don’t have a personal financial plan.

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The Retirement Paradigm

Everyone has a different idea of what a successful retirement means to them. Make sure your financial planner clearly understands what’s important about retirement to you. You may be surprised to find out that you and your advisor have different ideas of what it “should” look like.

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